CategoryCRMDifficultyEasyVersion1.0.0Creditssearch and previews are free; saving contacts to a list may consume credits depending on planRequired MCP toolsg8_find_contactsg8_find_companiesg8_create_listg8_add_to_list
Turn a plain-language ICP description (“VPs of Sales at US SaaS companies, 50-500 employees”) into a saved, named CRM list in graph8, using free search previews to iterate before anything is saved.
When to use
“Find me leads / prospects / contacts who…”
“Build a list of <titles> at <kind of company>”
“Who could we sell to in <industry / region>?”
Not for enriching contacts you already have (use enrich-stale-contacts) or launching outreach (use launch-outbound-sequence after this).
Prerequisites
Connected to the graph8 MCP with an active org. If unsure, call g8_current_org once and confirm the org with the user.
If any tool below is missing from your tool list, activate it first: g8_tool_search(tool_names=["g8_find_contacts", "g8_find_companies", "g8_create_list", "g8_add_to_list"]). If your client does not refresh tools mid-session, call them through g8_execute.
Steps
Pin down the ICP. Extract titles, industries, locations, company size, and any keywords from the user’s request. If two or more of these are missing, ask one compact clarifying question; do not fire a vague search.
Preview cheaply. Call g8_find_contacts with the filters and a small page size (10-25). Previews are free. Read the results critically: do titles and companies actually match the intent?
Iterate with the user. Show 3-5 sample rows and the total match count. Refine filters until the user says the sample looks right. For account-first motions, use g8_find_companies to validate the company universe before drilling into people.
Confirm before saving. State exactly what will happen: “Save N contacts into a new list called <name>?” Saving is the write step; get explicit approval, and confirm whether saving consumes credits on the user’s plan before proceeding at volume.
Save. Create the list with g8_create_list (clear, dated name like SaaS VP Sales - US - 2026-07), then add the approved contacts with g8_add_to_list.
Report and hand off. Return the list name, id, and count. Suggest the natural next skills: enrich-stale-contacts for missing emails/phones, or launch-outbound-sequence to start outreach.
Example prompts
“Find 200 heads of RevOps at B2B SaaS companies in the US and save them as a list.”
“Build me a target list of construction companies in Texas with 100+ employees, then find their owners.”
“Who are the CMOs at companies similar to Acme? Save the good ones.”
Troubleshooting
Zero or weird results: loosen one filter at a time (drop seniority before dropping title, widen geography last). Titles vary; try synonyms (“Head of”, “Director”, “VP”).
Tool not visible: run g8_tool_search("prospecting") and retry, or use g8_execute.
Huge match counts (100k+): narrow before saving; nobody sequences 100k contacts. Propose a tiered list instead.